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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,965 | $59,819-54.9% | $79,583-66.1% | $68,490-60.6% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | -14.59% | -12.30%-2.3pp | 0.16%-14.8pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,828 | $1,505+21.4% | $2,414-24.3% | $2,597-29.6% |
| Participant deferral / active EE | $3,961 | $3,025+30.9% | $3,986-0.6% | $4,028-1.7% |
| Admin fee / account holder | $5,018 | $4,835+3.8% | $6,835-26.6% | $5,403-7.1% |